2023 Form 5500 filing — Sterling Trust 401(K) Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924150636NAL0026488242001) for Sterling Trust 401(K) Profit Sharing Plan, reported by Rainbow Realty Associates Inc under EIN 58-1406741 and plan number 001. It reports 54 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,519,121
Participants54
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240924150636NAL0026488242001
Plan sponsor
Rainbow Realty Associates Inc
EIN
58-1406741
Plan number
001
Location
Atlanta, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$621.6K
Total expenses$115.3K
Benefits paid / distributions$104.3K
Contributions
Employer$57.8K
Participant$214.7K
Full reported line items
Total assets (EOY)
$2,519,121
Total liabilities (EOY)
$0
Net assets (EOY)
$2,519,121
Employer contributions
$57,753
Participant contributions
$214,711
Total income / additions
$621,608
Benefits paid
$104,275
Administrative expenses
$1,005
Total expenses
$115,255
Net increase / (decrease)
$506,353

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924150636NAL0026488242001 cover?
It is the 2023 Form 5500 filing for Sterling Trust 401(K) Profit Sharing Plan, reported by Rainbow Realty Associates Inc (EIN 58-1406741).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages